IP Library Granted Patent US 8,521,583
Granted Patent B2
US 8,521,583 · App. 10/746,177 · Granted Aug 27, 2013

Computerized management system for multi-chain promotions, and related audit system

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Quick Facts
Patent No.
US 8,521,583
App. No.
10/746,177
Granted
Aug 27, 2013
Kind
B2
Abstract

A promotion management system identifies store-selected identifiers as necessary to implement a particular promotion across multiple store chains. An audit system compares number of promotion offers distributed to number of linking items sold.

Claims (42)

1. A method for promotion monitoring in connection with the distribution of a particular promotion offer for a promoted product by one or more devices in a store in connection with one or more linking products, the method comprising:

tracking a number of the particular promotion offers distributed by the one or more devices in the store, wherein the particular promotion offer for the promoted product is generated in relation to the one or more linking products;

tracking a number of the one or more linking products that pass through a point-of-sale of the store; and

comparing, by one or more processors, the tracked number of the particular promotion offers with the tracked number of the one or more linking products.

2. The method of claim 1 further comprising:

initiating an error indication when the tracked number of the particular promotion offers is greater than the tracked number of the one or more linking products by at least a certain amount.

3. The method of claim 2 further comprising:

automatically adjusting billing data for the particular promotion offer to match the number of the one or more linking products.

4. The method of claim 2 wherein the certain amount is based on historical data for set downs and operator errors.

5. The method of claim 1 further comprising:

generating billing data when the tracked number of the particular promotion offers is no more than a certain amount greater than the tracked number of the one or more linking products.

6. The method of claim 5 wherein the certain amount is based on historical data for set downs and operator errors.

7. The method of claim 5 further comprising:

generating an audit certification with the billing data.

8. The method of claim 7 further comprising:

generating a bill based on the billing data, the bill including a message indicative of the audit certification.

9. The method of claim 1 , wherein a plurality of particular promotion offers is provided in connection with the one or more linking products, the method further comprising:

dividing the tracked number of promotion offers by the plurality prior to comparing it to the tracked number of the one or more linking products that pass through a point-of-sale of the store.

10. A computerized system comprising:

one or more processors; and

a memory including instructions executable by the one or more processors, the instructions, when executed, implement the following steps:

tracking a number of the particular promotion offers distributed by the one or more devices in the store, wherein the particular promotion offer for the promoted product is generated in relation to the one or more linking products;

tracking a number of the one or more linking products that pass through a point-of-sale of the store; and

comparing, by one or more processors, the tracked number of the particular promotion offers with the tracked number of the one or more linking products.

11. The computerized system of claim 10 , wherein the instructions, when executed, further implement the step of:

initiating an error indication when the tracked number of the particular promotion offers is greater than the tracked number of the one or more linking products by at least a certain amount.

12. The computerized system of claim 11 , wherein the instructions, when executed, further implement the step of:

automatically adjusting billing data for the particular promotion offer to match the number of the one or more linking products.

13. The computerized system of claim 11 , wherein the certain amount is based on historical data for set downs and operator errors.

14. The computerized system of claim 10 , wherein the instructions, when executed, further implement the step of:

generating billing data when the tracked number of the particular promotion offers is no more than a certain amount greater than the tracked number of the one or more linking products.

15. The computerized system of claim 14 , wherein the instructions, when executed, further implement the step of:

generating an audit certification with the billing data.

16. An audit system for promotion monitoring in connection with the distribution of a particular promotion offer for a promoted product by one or more devices in a store in connection with one or more linking products, the audit system comprising:

a promotion offer distribution database that stores data indicative of a number of the particular promotion offers distributed by the one or more devices in the store during a billing period, wherein the particular promotion offer for the promoted product is generated in relation to the one or more linking products;

a linking product sales database that stores data indicative of a number of the one or more linking products that pass through a point-of-sale of the store; and

an audit and billing unit in communication with the promotion offer distribution database and the linking product sales database, the audit and billing unit including one or more processors and one or more non-transitory memory devices for storing instructions that, when executed by the one or more processors, cause the audit and billing unit to compare the tracked number of the particular promotion offers with the tracked number of the one or more linking products.

17. The audit system of claim 16 , wherein the audit and billing unit generates an error indication when the tracked number of the particular promotion offers is greater than the tracked number of the one or more linking products by at least a certain amount.

18. The audit system of claim 17 , wherein the audit and billing unit automatically adjusts billing data for the particular promotion offer to match the number of the one or more linking products.

19. The audit system of claim 16 , wherein the audit and billing unit generates billing data when the tracked number of the particular promotion offers is no more than a certain amount greater than the tracked number of the one or more linking products.

20. The audit system of claim 19 , further comprising:

a billing generator that generates a bill based on the billing data, wherein the bill includes a message certifying that the billing data has been audited and the audit passed.

Assignments (12)
RELEASE OF SECURITY INTEREST Recorded Jul 29, 2024
From: COMPUTERSHARE TRUST COMPANY, N.A., AS SUCCESSOR TO WELLS FARGO BANK, NATIONAL ASSOCIATION
To: NCH MARKETING SERVICES, INC.; VALASSIS COMMUNICATIONS, INC.; VALASSIS DIGITAL CORP.; VALASSIS DIRECT MAIL, INC.
Reel/Frame 068177/0738 →
ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY COLLATERAL RECORDED 3-4-2014 Recorded Feb 23, 2024
From: CREDIT SUISSE (AG) CAYMAN ISLANDS BRANCH, AS ASSIGNOR
To: JEFFERIES FINANCE LLC, AS ASSIGNEE
Reel/Frame 066661/0400 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Aug 12, 2021
From: CHECKS IN THE MAIL, INC.; CLIPPER MAGAZINE LLC; HARLAND CLARKE CORP.; NCH MARKETING SERVICES, INC.; VALASSIS COMMUNICATIONS, INC.; VALASSIS DIGITAL CORP.; VALASSIS DIRECT MAIL, INC.; VERICAST CORP.; VALASSIS IN-STORE SOLUTIONS, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 057181/0837 →
RELEASE OF SECURITY INTEREST AT REEL/FRAME 032228/0987 Recorded Apr 23, 2021
From: CITIBANK, N.A.
To: VALASSIS IN-STORE SOLUTIONS, INC.
Reel/Frame 056032/0489 →
SECURITY INTEREST Recorded Apr 21, 2021
From: CHECKS IN THE MAIL, INC.; CLIPPER MAGAZINE LLC; HARLAND CLARKE CORP.; NCH MARKETING SERVICES, INC.; VALASSIS COMMUNICATIONS, INC.; VALASSIS DIGITAL CORP.; VALASSIS DIRECT MAIL, INC.; VERICAST CORP.; VERICAST IN-STORE SOLUTIONS, INC.
To: MIDCAP FINANCIAL TRUST
Reel/Frame 055995/0898 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Mar 4, 2014
From: VALASSIS IN-STORE SOLUTIONS, INC.
To: CREDIT SUISSE (AG), CAYMAN ISLANDS BRANCH, AS ADMINISTRATIVE AGENT AND COLLATERAL AGENT
Reel/Frame 032385/0500 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Mar 4, 2014
From: VALASSIS IN-STORE SOLUTIONS, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS COLLATERAL TRUSTEE
Reel/Frame 032385/0852 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 10, 2014
From: VALASSIS IN-STORE SOLUTIONS, INC.
To: CITIBANK, N.A.
Reel/Frame 032228/0987 →
RELEASE OF SECURITY INTEREST Recorded Feb 4, 2014
From: JPMORGAN CHASE BANK, N.A.
To: VALASSIS COMMUNCATIONS, INC.; NCH MARKETING SERVICES, INC.; VALASSIS DIRECT MAIL, INC.; VALASSIS IN-STORE SOLUTIONS, INC.; BRAND.NET, INC.
Reel/Frame 032133/0837 →
SECURITY AGREEMENT Recorded Jun 27, 2011
From: VALASSIS COMMUNICATIONS, INC.; NCH MARKETING SERVICES, INC.; VALASSIS DIRECT MAIL, INC.; VALASSIS IN-STORE SOLUTIONS, INC.
To: JPMORGAN CHASE BANK, N.A. AS ADMINISTRATIVE AGENT
Reel/Frame 026509/0311 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 30, 2008
From: PREMARK FEG L.L.C.
To: VALASSIS IN-STORE SOLUTIONS, INC.
Reel/Frame 021759/0680 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 26, 2003
From: SCHULLER, ROBERT J.; WEISZ, ROBERT J.
To: PREMARK FEG L.L.C.
Reel/Frame 014849/0569 →